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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,219 | $25,014-39.2% | $69,611-78.1% | $80,925-81.2% |
| Participation rate | 24.4% | 64.2%-39.8pp | 66.4%-42.0pp | 67.7%-43.2pp |
| Annual return | 13.75% | 19.08%-5.3pp | 101.14%-87.4pp | 35.65%-21.9pp |
| Employer contribution / active EE | $380 | $991-61.6% | $1,709-77.7% | $2,756-86.2% |
| Participant deferral / active EE | $470 | $1,840-74.4% | $2,891-83.7% | $4,299-89.1% |
| Admin fee / account holder | $977 | $2,491-60.8% | $4,696-79.2% | $6,940-85.9% |